Position in PEP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$49,691
+$42,236 QoQ
Shares Held
367
+734.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,250
of 3,387 holders
Holding Since
Mar 2023
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Buck Wealth Strategies, LLC holds $14,551,666 across 6 Beverages - Non-Alcoholic names. PEP ranks #2 (0.3% of the industry book) .
All Filings in PEP
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,691 | 367 | Shares | Sole | 2026-07-30 | |
| 2023-09-30 | $7,455 | 44 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $8,149 | 44 | Shares | Sole | 2023-11-06 | |
| 2023-03-31 | $8,021 | 44 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||